Once you have set up your website, funnels, and products, it's important to transition from the creation phase to a maintenance routine. Stephanie will share the daily and weekly tasks you can perform to nurture your audience, drive sales, and stay connected with your customers.
Daily Tasks:
Check Conversations Tab: When you log in to your FEA Create dashboard each day, start by reviewing the "Conversations" tab. Here, you'll find new direct messages (DMs) and email responses from your users. You can conveniently respond to them directly from the platform.
Manage Calendar: Next, navigate to the "Calendar" section to stay on top of your appointments and upcoming events. This ensures you're prepared and organized for the week ahead.
Update Client Profiles: If you work individually with clients, access the "Contacts" section and click on the client's profile. Utilize the notes feature to add session-specific information, create tasks for yourself, and even book appointments directly from their profile.
Streamline Email Communication: FEA Create offers email templates that enable you to send pre-designed, one-click emails. From the client profile page, choose a suitable template such as client follow-up, discovery call, or final session, and send it without leaving the platform.
Manage Pipeline Stages: For one-to-one businesses like coaching or service-based enterprises, it's crucial to move clients through different pipeline stages. For instance, if a client pays their invoice, you can update their status from "Invoiced" to "Work in Progress." This helps you track progress and manage client interactions efficiently.
Monitor Payments: Regularly check the "Payments" tab to stay informed about due invoices and maintain financial visibility in your business.
Weekly Tasks:
Create Blog Posts: If you have a blog, podcast, or video content, set aside time each week to create a blog post. FEA Create offers the Content AI Generator, which can transform your podcasts or videos into written blog posts, streamlining the repurposing process.
Craft Weekly Newsletters: Engage your audience by sending a weekly newsletter. Use the blog post content, provide valuable tips, and include links to new products or discovery calls. This keeps your subscribers informed and interested in your offerings.
Schedule Social Media Content: Utilize the "Social Planner" feature to plan and schedule your social media posts for the upcoming week or beyond. You can access the content planner calendar for a comprehensive overview of your scheduled posts.
By following the recommended daily and weekly tasks, such as managing conversations, updating client profiles, scheduling social media content, and sending newsletters, you can effectively nurture your audience, drive sales, and stay organized. If you have any questions or need further assistance, our support team is always ready to help.